Summit Financial Consulting LLC
Net buyer this quarter
$147M
19
+$801K
4.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $823K | 0.56% | 0.00% | -11.2% | Q1 2025 |
 MSFT | $819K | 0.56% | 0.00% | +0.5% | Q1 2025 |
 SMMU | $798K | 0.54% | Not reported | +3.7% | Q1 2025 |
 USRT | $555K | 0.38% | Not reported | +3.1% | Q1 2025 |
 AMZN | $527K | 0.36% | 0.00% | -0.5% | Q2 2025 |
 NZF | $523K | 0.35% | Not reported | +3.3% | Q1 2025 |
 BRK.B | $509K | 0.35% | Not reported | -4.7% | Q1 2025 |
 MIY | $485K | 0.33% | Not reported | +2.4% | Q1 2025 |
 COST | $407K | 0.28% | 0.00% | Not reported | Q1 2025 |
 AMD | $391K | 0.26% | 0.00% | New | Q2 2026 |
| NAD | $383K | 0.26% | Not reported | Not reported | Q1 2025 |
 DTE | $371K | 0.25% | 0.00% | +0.1% | Q1 2025 |
 EPD | $361K | 0.25% | 0.00% | Not reported | Q1 2025 |
 NVDA | $277K | 0.19% | 0.00% | Not reported | Q1 2026 |
 TSLA | $276K | 0.19% | 0.00% | +1.7% | Q4 2025 |
 CAT | $240K | 0.16% | 0.00% | New | Q2 2026 |
 V | $227K | 0.15% | 0.00% | Not reported | Q1 2025 |
 QQQ | $219K | 0.15% | Not reported | New | Q2 2026 |
 F | $186K | 0.13% | 0.00% | +0.7% | Q1 2025 |
| Q1 2026 | |||||
| AAPL | $813K | 0.58% | 0.00% | -5.0% | Q1 2025 |
| MSFT | $808K | 0.58% | 0.00% | -1.1% | Q1 2025 |
| SMMU | $769K | 0.55% | Not reported | +4.5% | Q1 2025 |
| BRK.B | $512K | 0.37% | Not reported | -4.5% | Q1 2025 |
| NZF | $486K | 0.35% | Not reported | +38.8% | Q1 2025 |
| USRT | $480K | 0.34% | Not reported | +18.0% | Q1 2025 |
| AMZN | $462K | 0.33% | 0.00% | +6.5% | Q2 2025 |
| MIY | $459K | 0.33% | Not reported | +16.9% | Q1 2025 |
| COST | $433K | 0.31% | 0.00% | +6.1% | Q1 2025 |
| EPD | $372K | 0.27% | 0.00% | Not reported | Q1 2025 |
| NAD | $363K | 0.26% | Not reported | Not reported | Q1 2025 |
| DTE | $356K | 0.25% | 0.00% | +3.7% | Q1 2025 |
| NVDA | $242K | 0.17% | 0.00% | New | Q1 2026 |
| TSLA | $240K | 0.17% | 0.00% | +15.8% | Q4 2025 |
| V | $200K | 0.14% | 0.00% | +6.8% | Q1 2025 |
| F | $154K | 0.11% | 0.00% | +0.8% | Q1 2025 |
| Q4 2025 | |||||
| MSFT | $1.07M | 0.78% | 0.00% | Not reported | Q1 2025 |
| AAPL | $916K | 0.67% | 0.00% | Not reported | Q1 2025 |
| SMMU | $736K | 0.53% | Not reported | Not reported | Q1 2025 |
| BRK.B | $562K | 0.41% | Not reported | Not reported | Q1 2025 |
| AMZN | $481K | 0.35% | 0.00% | Not reported | Q2 2025 |
| USRT | $391K | 0.28% | Not reported | Not reported | Q1 2025 |
| MIY | $388K | 0.28% | Not reported | Not reported | Q1 2025 |
| NAD | $380K | 0.28% | Not reported | Not reported | Q1 2025 |
| NZF | $362K | 0.26% | Not reported | Not reported | Q1 2025 |
| COST | $354K | 0.26% | 0.00% | Not reported | Q1 2025 |
| EPD | $315K | 0.23% | 0.00% | Not reported | Q1 2025 |
| DTE | $303K | 0.22% | 0.00% | Not reported | Q1 2025 |
| TSLA | $251K | 0.18% | 0.00% | New | Q4 2025 |
| V | $217K | 0.16% | 0.00% | Not reported | Q1 2025 |
| F | $173K | 0.13% | 0.00% | Not reported | Q1 2025 |
| Q2 2025 | |||||
| MSFT | $1.07M | 0.96% | 0.00% | -3.7% | Q1 2025 |
| AAPL | $690K | 0.62% | 0.00% | -12.2% | Q1 2025 |
| SMMU | $598K | 0.54% | Not reported | +9.3% | Q1 2025 |
| BRK.B | $567K | 0.51% | Not reported | Not reported | Q1 2025 |
| NAD | $357K | 0.32% | Not reported | Not reported | Q1 2025 |
| DTE | $310K | 0.28% | 0.00% | -4.4% | Q1 2025 |
| USRT | $309K | 0.28% | Not reported | +12.4% | Q1 2025 |
| EPD | $305K | 0.27% | 0.00% | Not reported | Q1 2025 |
| COST | $305K | 0.27% | 0.00% | -24.3% | Q1 2025 |
| MIY | $303K | 0.27% | Not reported | +10.7% | Q1 2025 |
| NZF | $281K | 0.25% | Not reported | +13.2% | Q1 2025 |
| V | $220K | 0.20% | 0.00% | Not reported | Q1 2025 |
| AMZN | $220K | 0.20% | 0.00% | New | Q2 2025 |
| F | $165K | 0.15% | 0.00% | +1.3% | Q1 2025 |